Читать книгу The Female Investor - Kate Hill - Страница 17

A financial planner or adviser will help you plan your financial goals.

They will:

 conduct a financial health check on you

 ask you about a million questions

 come up with a plan to make your goals a reality

 help you to understand what you need to put in place and what's involved in meeting your future goals

They can:

 help with your household budgeting

 set up a savings strategy

 compile a comprehensive investment plan to ensure you're heading in the right direction

 advise you on what types of insurance will protect you and your family.

They also have the capacity and licences to make investments for you, such as managed funds and superannuation advice.

At some stage, it's always advisable to engage with an independent, fee‐for‐service financial planner who can look at your situation holistically and advise you about estate and retirement planning.

Again, make sure you check their qualifications and whether they belong to their industry body or association. We can't stress enough how important this is!